Sales Support Executive - Financial Services in England

Our client is seeking a dedicated and highly organised Sales Support Executive to join their growing team within the equipment leasing sector. This position is central to the smooth operation of both their order fulfilment and sales functions. It requires a confident communicator, a detail-oriented administrator, and a proactive relationship builder. The successful candidate will play a key role in supporting new business activity, ensuring that customer enquiries are handled professionally, and maintaining strong engagement with both existing and previously inactive customers.

As an established equipment leasing business based in Hove, our client is committed to delivering a high-quality service to clients across a wide range of industries. The Sales Support Executive will work closely with the Sales and Operations teams to maintain the high standards they are known for, ensuring that every customer touchpoint is managed effectively and consistently. This role offers the opportunity to develop strong commercial awareness while contributing directly to the growth and retention of their customer base. During the initial three-month probation, the role will be office-based to facilitate training and team integration. Upon successful completion of probation, a hybrid working arrangement will be available.

• Order Support and Administration: The Sales Support Executive will take a structured and methodical approach to supporting new orders, ensuring accuracy and efficiency throughout the process. Responsibilities will include:

• Coordinating the administrative elements of new customer orders, ensuring that all required information is collected, verified, and processed correctly.
• Maintaining detailed and accurate records within internal systems, supporting the swift progression of orders from initial enquiry to completion.
• Communicating with customers to clarify order details, timelines, or documentation requirements as needed.
• Working collaboratively with the Operations and Finance teams to ensure seamless processing and fulfilment.
• Monitoring order pipelines and proactively identifying any areas where follow-up or clarification is required.
• Supporting the creation of order summaries, internal briefs, and customer updates to ensure full visibility across departments.

• Sales Support and Lead Management: A significant part of the role involves working closely with the sales function to maintain momentum with new business opportunities. Responsibilities include:

• Conducting structured follow-ups with prospective customers to encourage progression through the sales cycle.
• Supporting the preparation of sales proposals, quotations, and relevant documentation.
• Ensuring that all lead activity is accurately recorded, tracked, and updated to facilitate efficient reporting and pipeline management.
• Assisting with outbound engagement to leads generated by marketing initiatives, events, or campaign activity.
• Providing prompt and informed responses to sales-related queries from customers or internal stakeholders.

• Customer Onboarding and Training: The Sales Support Executive will also play a critical role in ensuring that new customers have a positive and well-supported start to their relationship with the business. Duties in this area include:

• Guiding new customers through the onboarding process, ensuring they understand timelines, requirements, and next steps.
• Coordinating onboarding activities across internal departments to ensure a smooth and efficient transition from sales to active customer.
• Delivering clear and professional introductory training sessions to new customers, ensuring they fully understand how to use systems, products, or services.
• Providing additional support or refresher training when required to ensure customers can operate confidently and effectively.
• Gathering feedback on the onboarding experience and offering suggestions for improvements where relevant.

• Customer Engagement and Account Support: Developing and maintaining strong customer relationships is essential. The role involves engaging with a wide portfolio of accounts, including those that are active or dormant. Responsibilities include:

• Conducting regular check-ins with active customers to assess satisfaction levels and identify any areas where additional support may be required.
• Re-engaging inactive or dormant accounts to explore opportunities for renewed business.
• Maintaining a consistent and professional communication style that reflects the values of the organisation.
• Recording all customer interactions accurately within CRM systems to ensure a complete history of engagement.
• Supporting the wider sales and account management teams with customer-related tasks, updates, and requests as needed.

The successful candidate will ideally demonstrate:

• Strong administrative and organisational skills, with the ability to manage multiple tasks simultaneously.
• Clear and confident communication abilities, both written and verbal.
• Experience in a sales support, customer service, administrative, or similar role (preferred but not essential).
• A proactive mindset, with the ability to take initiative and anticipate the needs of customers or colleagues.
• High attention to detail and accuracy in all aspects of work.
• Comfort working in a fast-paced environment with evolving priorities.
• Familiarity with CRM systems, order management platforms, or similar tools.
• Professionalism, reliability, and a positive approach to teamwork.